U.S. Capital Wealth Advisors, LLC Capital Group Core Plus Income Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 14,782 shares of CGCP stock, worth $330,673. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,782
Previous 15,173
2.58%
Holding current value
$330,673
Previous $350,000
6.29%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding CGCP
# of Institutions
237Shares Held
134MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$303 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$243 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$233 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$191 Million0.08% of portfolio
-
Envestnet Asset Management Inc4.49MShares$101 Million0.03% of portfolio